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TITLE TEXT › Click to edit Master text styles › Second level › Third level › Fourth level › Fifth level The. Worx. Hub: Working with Requestors and Residents Anthony Romano, Software Training Specialist, Dude Solutions

About Me › Anthony Romano › Dude employee since July 2017 › Two-time NC State graduate › Ex high school English teacher › New Jersey native › Film junkie

Welcome! › What brings you here today?

Today’s Agenda Class Goal: Identify key best practices and communication methods surrounding requestor/resident processes Objective 1 Objective 2 Objective 3 Understand best practices and new enhancements to the Request Form Recognize the technician perspective when working with requestors Analyze resident processes and how they differ from requestors

The Request Form

Working with Requestors: The Technician Perspective Communication: Rejecting Requests and Completing Work Orders › Documentation – Log Notes ›

User Profiles and Settings › Email notification preferences

Residents Resident portal integrations › Strategies for setting up residents › Resident profile ›

Course Highlights – Take a Picture! How can I apply this to my Account? › What kind of information do I want my technicians to keep track of? How can they track that information? › How can I best communicate The. Worx. Hub practices to all requestors and residents at my organization? Class Best Practices › Utilize rejection/completion/log notes for the best communication and transparency at your organization. › Turn on email notification preferences to ensure effective workflow communication for requestors and technicians. › Use Templates in the Request Form to streamline accepting requests. Try it in the Learning Lab: Ask a Dude › How can I set up templates and enable my requestors/residents to use them? › Can you show me how to add and manage resident profiles, and/or resident moves?

TITLE TEXT › Click to edit Master text styles › Second level › Third level › Fourth level › Fifth level